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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,799 | $117,846+33.1% | $102,434+53.1% | $145,884+7.5% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 11.38% | 31.90%-20.5pp | 29.46%-18.1pp | 551.85%-540.5pp |
| Employer contribution / active EE | $6,608 | $3,615+82.8% | $3,023+118.6% | $4,662+41.7% |
| Participant deferral / active EE | $5,882 | $5,733+2.6% | $5,055+16.4% | $6,690-12.1% |
| Admin fee / account holder | $10,312 | $13,356-22.8% | $9,462+9.0% | $13,392-23.0% |